Tag Archives: NAV 2018

Microsoft Dynamics NAV 2018 – Features that make everyday work with the system easier

Microsoft Dynamics NAV 2018At the end of last year, Microsoft released the new version of its ERP solution Dynamics NAV 2018. The new release offers some improvements that make everyday work more simple and convenient.

In this respect, for example, the “Setup & Extensions” button provides a central place for the settings. Here, the user is able to obtain step by step support from several setup wizards while defining the parameters for a certain module or area. The required settings can also be made in the classic setup cards. These are collected in one single place and are stored according to area (e.g. finance, sales, projects etc.). The individual setup pages also feature keywords to search and filter accordingly.

NAV 2018 Assisted Setup
Assisted setup in Microsoft Dynamics NAV 2018

The preview of reports has also been improved. While in previous versions the preview was only available in the Internet Explorer, all standard browsers (e.g. Edge, Chrome, Firefox and Safari on macOS) are now supported. The appropriate preview is ultimately provided as PDF and can be downloaded and printed directly. The preview mode can furthermore be operated with the mouse or the keyboard.

NAV 2018 Report Preview
Preview of reports in Microsoft Dynamics NAV 2018

NAV 2018 further allows to create user task lists that – similar to Outlook – can pint to certain tasks which must be completed within the ERP system. The appropriate tasks can be linked with corresponding pages or reports. If necessary, they can also be prioritised and automatically repeated.

NAV 2018 User Task List
User task lists in Microsoft Dynamics NAV 2018

In addition to the above upgrades, NAV 2018 offers some more new features. In this context, for example, it is possible to change the role centre directly in the Web Client without logging off and in again.

Microsoft Dynamics NAV 2018 – Feature Highlights

As announced at the previous Directions, the latest version of Microsoft’s ERP system Dynamics NAV 2018 has been released on the 1st of December. The new version contains several new features and improvements.

Dynamics NAV 2018 - Feature Highlights

Aside from improved Office 365 integration and several new general features, the changes mainly concern financial accounting and inventory management. The most important enhancements and improvements at a glance:

General new features
With the new version, the user is fully supported during setup and configuration by various setup wizards accompanying the user step by step in defining the parameters for a certain module or area. In addition, all classic setup pages can now be called at one single place, categorized by area. Another new feature is the ability to change the role center directly in the Web Client without logging off and to create user task lists that – similar to Outlook – can pint to certain ERP-specific tasks, support prioritization and repetition, and can be connected to defined pages or reports. Version 2018 also allows the user to generate a PDF preview of reports in all major browsers (previously only Internet Explorer).

New financial accounting features
In financial accounting, dimension filters can now be applied to all dimensions. These are available, among others, in the chart of accounts, general ledger, accounts payable and receivable. Certain Excel reports, such as balance sheets, profit & loss, cash flow statements or traw balance sheets, can now also be constantly updated via Excel. Moreover, lists (e.g. journals) can now be accessed in Excel and changes written back, taking business logic into account. Both require an Office 365 account. Dynamics NAV 2018 also offers an additional subledger for employees with individual “employee” ledger entries as well as an account type “employee” in the general journal (e.g. for settling travel expenses). In addition, the new Accountant Hub provides cloud-based support for external accountants.

New inventory features
Dynamics NAV 2018 surcharges based on gross weight and volume can now be assigned. Gross weight and volume are taken from the item card and units are converted based on this information. Another new addition is the opportunity to adjust vendors with OCR for an even more accurate recognition of invoices. Moreover, items can now be classified (category and further attributes) based on images (using a cloud-based Azure Machine Learning Algorithm).

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Microsoft Dynamics 2018 in December – Dynamics 365 “Tenerife” follows in spring

On Directions EMEA 2017 in Madrid, Microsoft brought more clarity into its release plans and published the latest roadmap for its products.

The release of the new On-Premise NAV version is scheduled to take place on December 1st this year named Dynamics NAV 2018. Another release – Dynamics NAV 2018 R2 – will be launched in spring 2018, just like the full-featured Cloud/SaaS variation, which is still known by its codename Dynamics 365 “Tenerife”. With the replacement of the preliminary product title, a renaming of the products can be expected.

Microsoft Dynamics Roadmap
Source: Microsoft

For the upcoming releases Microsoft announced again some interesting innovations and improvements. These include an even more intensive Office 365 integration (e.g. through the Common Data Service and the possibility to edit book sheets in Excel), an optimization of the Web Client and the visual appearance (e.g. personalization of the workspace) as well as new Standard Web Service APIs.

More information and details will be posted soon on this blog. All important product news will be also available for our customers and interested parties on our Business Day 2017.